Tucker Brown
speaker
823 appearances
2 recordings
2 series
first heard Mar 2026
last heard 8 Jul
Tucker Brown’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
Yeah, and so that's why it's hard to underwrite against that, right?
I mean, that moonshot outcome could drive upside, but probably not going to be a base case underwriting situation.
A Substack, you know, you've seen some really nice businesses built and monetized on that platform.
So in the same way that YouTube can be a core that you build off of in other areas, you can take YouTube, build into Substack.
The same thing, I think we're seeing migration from Substack
into video and other, you know, other platforms.
So, um, it's one of the, the kind of top platforms that we're actually looking at to evaluate if there are things for us to, to invest in there.
And again, migrate that audience into other mediums.
Um, so yeah, there's, there's a lot, you know, to do in that category.
I think we benefit from a bit of a running start because we've been in conversation with creators.
We've had this in the works for a little while.
We have relationships that are warm.
So we're looking to move fast, but also want to be thoughtful.
We know those first couple of deals are going to be really important for setting us up for longer term success.
Love to think we get something done by the end of this calendar year.
These deals, at least the ones I've been around historically, they do take time.
There's a relationship element to it that involves a real-time commitment.
You want to make sure it's, again, obviously structured the right way.
So we're ready to go.
Just want to be thoughtful about making sure that we're picking the right partners and setting up the right deal for ourselves.
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